Additionally, you can open this link and go to the Income and expenses section in case you need tips while working with QuickBooks or (invoices, sales receipts, receive payment, customers, vendors, clients) in the future.
Don't hesitate to drop me a line if you have other questions about QuickBooks Online. I'm here to help, @accounts-rapidvi.
If I want to set up a re-occcuring invoice but need to put a date range in the discription which changes each month is there a way to do this?
I also am wanting to know the same thing, but I don't think what you've replied with ultimately answers the question.
I believe that what the original poster is wanting to know is, is there a way, without having to manually go into the recurring transaction each time to edit say a Service Date Range customer field, so that it updates every month with a new set of dates.
i.e. I have a Service Date Range custom field that I created. Every time my recurring template creates the Invoice, I would like for the Service Date Range to be populated with the Invoice Date plus the date 30 days from the Invoice Date...so basically 10/19/21 - 11/18/21